Public Finance Resume Sample
Finn Kuhlman
263 DuBuque Squares,
New York,
NY
+1 (555) 240 7847
Work Experience
Associate, Public Finance
10/2017
-
PRESENT
Phoenix, AZ
- Experience in Project Finance or US P3 market
- Facilitate quality and responsive pricing indications for issuer clients
- Provide high quality content directly to issuers and provide leverage to banking groups through centralization of market information
- Acquires or originates, warehouses, and subsequently securitizes consumer and other financial assets
- Makes markets in existing securitized financial assets
- Provides financing of consumer and other financial assets for clients
- Underwrites securitizations for third parties
Public Finance Analyst
05/2011
-
08/2017
Philadelphia, PA
- Development and management of bond issue documentation
- Coordinates business process for assigned service area
- Develops compliance files and records, paperwork processing
- Deal Coordinator: Maintain deal files that results in a complete and evident audit trail
- Prepare responses to requests for proposals required as part of solicitation process
- Interact with various professionals in other areas of the firm to facilitate presentation, RFP responses and execute bond transactions
- Prepare presentation materials used by bankers and senior management for client meetings
Public Finance Analyst Intern
06/2005
-
12/2010
Houston, TX
- Structures and trades in derivative products linked to securitized products
- Assembling historical financial models on covered companies using SEC filings, company conference calls, and press releases
- Conducting financial, statistical and industry analysis on companies and the industry to support the team’s investment thesis
- Updating financial models regularly and ad hoc
- Perform comprehensive and in-depth client and credit research
- Provides comprehensive solutions to client’s complex problems or needs
- Coordinates with bond counsel and other members of client’s legal team
- Prepares client pitch books and responds to RFP’s
Education
Columbia University
2000 - 2004
Bachelor's Degree in December 2015
Professional Skills
- A can-do attitude with excellent problem-solving, time management, and organizational skills
- Experience of prior experience in financial services, government, or related field
- Experience in banking or financial services. - Extensive portfolio management experience and ability to handle refinancing of existing loans
- Organize, prioritize, work effectively under time restraints, and maintain good follow
- Prior experience required
- Skill in obtaining, researching, clarifying, and exchanging information
- Knowledge and experience in real estate in multifamily housing sector
How to write Public Finance Resume
Public Finance role is responsible for software, finance, credit, securities, training, security, compensation, trading, reporting, research.
To write great resume for public finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Public Finance Resume
The section contact information is important in your public finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Public Finance Resume
The section work experience is an essential part of your public finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous public finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular public finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Public Finance resume experience can include:
- Three (3) + years of experience in financing (preferably mortgage finance and asset securitizations)
- Draft and prepare effective client pitch books and Requests for Proposals/Qualifications
- 2 – 4 years’ applicable experience
- Two years work experience in a related field
- Modelling and R or Python programming language
- Writing credit reports summarizing quantitative and qualitative analysis
Education on a Public Finance Resume
Make sure to make education a priority on your public finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your public finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Public Finance Resume
When listing skills on your public finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical public finance skills:
- Contribute to the group’s outreach, research, and publishing efforts, including interaction with the media, investors, and cooperation with other groups within S&P ratings
- Strong understanding of financial markets and business environment including implications for S&P’s analytical products and services
- Position is in multifamily housing sector and knowledge and experience in real estate are highly desired
- Related Public Finance Investment or banking experience required
- Any equivalent combination of education, experience and/or training as approved by Human Resources
- Any equivalent combination of experience, education, and/or training as approved by Human Resources
List of Typical Experience For a Public Finance Resume
1
Experience For Public Finance Analyst Resume
- Research and analyze client needs and opportunities and develops recommended financing plans
- Lead conference calls and meetings relating to transactions and has significant direct client contact
- Generate creative and innovative ideas that meet clients’ financial needs
- Selectively, identify and pursue Public Finance origination of new and repeat business
- Train, mentor and serve as a role model for junior bankers
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 30-50% of time
- Regularly work long hours, beyond standard business hours
- Research customers’ account history to determine if they are performing as originally agreed and notify the Relationship Officer of situations for which a customer is not in compliance
2
Experience For Associate, Public Finance Resume
- Conduct credit investigations for Municipalities, which consist of analyzing and interpreting credit rating agency reports, demographic information, socioeconomic information and other information available from services such as Bloomberg
- Spread, analyze, and interpret governmental financial statements and demographic data available from public sources. The correct and timely analysis of this information helps management make informed loan decisions
- Monitoring and managing the credit exposure within Public Finance portfolios and individual transactions
- Prepares the following reports
- Drafting internal and external correspondence and client presentation materials discussing financing strategies, market trends, Barclays’ qualifications, etc
- Responsible for the implementation of the credit risk management function, providing recommendations to the senior Credit management
- Responsible for in-depth knowledge of Public Finance subsectors and current events utilizing internal and external sources
- Coordinate frequent travel arrangements via firm’s travel agent
- Act as the primary analyst for a complex entity or complicated transaction and be an active, vocal voting member of the committee who makes recommendations to the rating committee and prepares material for ratings
3
Experience For CIB F&BM Securitized Products & Public Finance Capital Controller Associate Resume
- Prepare detailed credit analyses and required credit application according to policy including evaluation of loan purpose and structure, repayment sources, liquidity, historical and projected financial performance and capital structure
- Excellent communication and networking skills. Ability to work well with other professionals
- Develop customized financial models using Excel to develop customized bond financing structures
- Ensure a risk aware culture including leading by example
- Assist in management and control of credit applications. - Facilitate the underwriting approval process
- Work with business line co-operatively and constructively, while maintaining credit discipline
- Sound knowledge of municipal credit analysis, municipal ratings, accounting, legal/documentation, and municipal marketplace
4
Experience For Senior Assistant, Public Finance, Munis Resume
- Perform credit and debt capacity analyses for specific credits based on industry/sector
- Prepare responses to requests for proposals required as part of the solicitation process
- License Required: NASD Series 7 and 63, or MSRB 52
- Reconcile daily risk feeds and obtain Front Office sign off
- Act as the primary analyst for a complex entity or transaction and be an active, vocal voting member of the committee who makes recommendations to the rating committee and prepares material for ratings publication
- Function as a sector resource on credits. Publish timely industry commentaries, and proficiently write sector reviews and thought leadership pieces. Develop and lead ideas on papers across a broad range of issues for publication in S&P journals and other publications
- This role is a mid-level analytical position, with significant growth opportunities
5
Experience For Public Finance VP Resume
- Act as the primary analyst for housing transactions and be an active member of the committee who makes recommendations to the rating committee and prepares material for ratings publication
- Support senior analysts on data related requests and projects
- This role is a mid to entry-level analytical position, with significant growth opportunities
- Gathering, analyzing, and presenting industry and client specific data (e.g., government budgets and financial reports, economic/market data, financial forecasts, , etc.)
- Related experience required
- Assist with the preparation of effective client pitch books and Requests for Proposals/Qualifications
- Participating in transaction execution, in particular preparing investor and rating agency presentations, and reviewing disclosure and marketing documents
- Researching credit rating reports, investor base and secondary trading levels
6
Experience For Public Finance Portfolio Analyst Resume
- Developing credit strategies and investor outreach strategies for municipal clients
- Formulate rating recommendations and supporting rationale for public finance housing credit, other asset and/or cash flow based committees
- Perform market research running and analyzing data
- Drafting internal and external correspondence and client presentation materials involving industry trends, credit and investor strategies, market trends, Barclays’ qualifications, etc
- Run the credit process with minimal support including, conducting financial analysis and research, preparing credit applications and managing communications with credit department and back office
7
Experience For Rating Analyst International Public Finance Resume
- Support the execution process by reviewing financials, disclosure information and due diligence reports, coordinating with clients, financial advisors, and internal counterparties
- Handle a variety of system and procedural issues related to the borrowers such as internal grading, certain calculations and help coordinate closings
- Ensure the consistent, thorough and transparent application of rating criteria
- Assist in/contribute to writing topical reports on industry trends
- Act as a point of contact for the finance team throughout the financing process
- Lead the internal processing of new issue financings
8
Experience For CIB Public Finance Infrastructure Associate Resume
- Manage portfolio exposures and metrics as well as conduct annual reviews of the portfolio
- Prepare term sheets/proposals, track and monitor RFPs
- Work with senior colleagues to prepare pitch books and presentation materials related to client marketing including assisting with bond pitches for municipal underwriting opportunities
- Assist in monitoring and managing existing transactions including waivers, amendments, and extensions
- Present research and analytics to senior marketing officers that support new business opportunities and stay abreast of industry trends and current market conditions
9
Experience For Associate Sovereign & International Public Finance Ratings Resume
- Conduct research and projects related to the municipal housing industry
- Series 7, 52, 63, or ability to obtain within 12 months from date of hire
- Execute strategic advisory assignments
- Gather and analyze qualitative and quantitative data
- Perform detailed analysis of financial statements and cash flow statements
10
Experience For Public Finance Applications Developer Resume
- Communicate ratings decisions through written research
- Advanced proficiency in Excel, Power Point and standard business software
- Prepare client pitch books and proposals
- Develop and analyze financial models
- Prepares case studies on completed transactions
List of Typical Skills For a Public Finance Resume
1
Skills For Public Finance Analyst Resume
- Knowledge, or ability to learn, web-based applications, and specialized databases, including EMMA, Bloomberg, TM3, Securities Data Corp, and DBC, bond sizing software also needed
- Experience managing tasks with minimal direction and to make decisions in a short time frame with incomplete information
- Presenting analysis to committee of analysts within the public finance department
- Managing department data to enhance analytical presentations
- Perform debt modeling and financial analysis including credit and debt capacity analysis using Excel and other financial modeling software
- Provide pricing documents timely to i-Deal, Bloomberg, Security Master, Accounting, MSRB,
- Assist department manager in developing and maintaining incentive compensation system that
2
Skills For Associate, Public Finance Resume
- Prepare memorandums describing financing ideas and opportunities
- Research industry and market trends, running and analyzing data
- Prepare written proposals and pitch books, assist in providing research and material needed to make presentations to prospective and existing client base
- Formulate and supervise new transaction proposals and respond to issuers’ requests for financing ideas
- Formulate new transaction proposals and respond to issuers’ requests for financing ideas
3
Skills For CIB F&BM Securitized Products & Public Finance Capital Controller Associate Resume
- Review financial and operating statements, economic data, and strategic plans for cities, counties, tax assessment and other local government credits
- Develop and analyze financial and debt models, and support the internal processing of new issue financings
- Work with senior team members to create marketing and sales materials, attend client meetings with senior bankers (as requested), and act as a point of contact for the finance team throughout the financing process
- Prepare memorandums describing financing ideas and opportunities, and case studies on completed transactions
- Highly capable and confident during appropriate interaction with issuers, COIs and other market participants; understands and respects his/her role on the firm’s deal team relative to senior bankers
- Thorough understanding of public finance security structures, fundamental analysis techniques, Government Accounting Standards Board (GASB) and Financial Accounting Standards Board (FASB) rules, governmental functions and laws, public agency rating methodologies/definitions and specialized not-for-profit market sectors
- Comfort with public agency ratings and supporting analysis
4
Skills For Senior Assistant, Public Finance, Munis Resume
- Knowledge of Debt Capital Markets management or Syndications structured financing
- Credit or Housing background
- Credit or Housing background is desired
- Participate in all stages of transaction execution, from initial pitch to closing
- An existing book of relationships with municipal finance managers
- Familiarity with Visual Basic, SQL, C++ or other programming languages
5
Skills For Public Finance VP Resume
- Provide investment-banking services to assigned accounts and key relationships
- Prepare required data submissions used for Corporate and Regulatory reporting (e.g. FVM (SFAS 157), FVO (SFAS 159)
- Support the internal processing of new issue financings
- Take initiative and work independently, as well as work closely with partners in a collaborative environment
- A good understanding of credit assessment techniques with respect to various types of security structures (including general obligation, revenue bonds, etc.) is required
- Experience preparing obligor-specific and industry-wide credit memorandums demonstrable ability to make judgments regarding credit, risk, and market knowledge that allow the analyst to determine the appropriate depth of analysis required for individual credits
6
Skills For Public Finance Portfolio Analyst Resume
- Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word), DBC, Tm3, Bloomberg, Moody’s/S&P/Fitch websites, the Bond Buyer and other municipal industry resources
- Demonstrated interest in public policy
- Seven (7) + years of experience in working with municipalities and other tax-exempt issuers as an underwriter of municipal debt or as a financial advisor to municipal and other tax-exempt issuers
- Strong verbal communication and writing skills; analytical and problem-solving skills; excellent time management and ability to stay organized, meet deadlines, and multitask; the ability to think independently and critically; and the ability to mentor others
- Capability with Microsoft Office Products
7
Skills For Rating Analyst International Public Finance Resume
- Experienced in preparing credit applications, performing municipal financial analysis, ability to read and interpret financial statements, and be able to run the credit process from start to finish with minimal support
- Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Provide guidance to Analysts. Coordinate and communicate with various internal departments across the bank (middle/back office)
- Relevant experience in finance or the public sector
- Work experience in economic or public finance analysis, or a related field of analysis
- An accounting background with a deep understanding of GASB and FASB financial statement analysis and accounting concepts
- MBA, MPA, MPP, JD, and/or CFA
- Prepare financial forecasts based upon reasoned assumptions
- Develop and recommend criteria for new issues consistent with existing S&P criteria; learn and apply S&P internal systems and effectively communicate S&P’s methodology and procedures to clients
8
Skills For CIB Public Finance Infrastructure Associate Resume
- Aid in identifying market trends, client developments, and client’s financial projections in several industries
- Work closely with senior colleagues to execute strategic advisory assignments
- Partner with bankers and product specialists to generate, evaluate and execute the appropriate client solutions
- Prepare and assist in the development of client presentation materials
- Create and organize written responses to Requests for Proposals
9
Skills For Associate Sovereign & International Public Finance Ratings Resume
- Interact with various areas across the firm to facilitate transaction execution and client needs
- Participate in client presentations, as required
- Join in various internal department activities
- Perform and complete multiple tasks under deadline pressure
- Research municipal issuers, their financial condition, capital needs and revenue sources
- Develop and analyze financial and debt models
10
Skills For Public Finance Applications Developer Resume
- Prepare case studies on completed transactions
- Attend client meetings with senior bankers (as requested)
- Prepare credit and bond sizing analysis for prospective transactions, provide analytical support for rating presentations and coordinate work flow through negotiation and settlement of transactions
- Conduct research to help identify public finance marketing opportunities
- Provides comprehensive solutions to client’s problems or needs
- Prepare presentations on these credits to a rating committee and communicating the results of these deliberations to clients, their representatives, financial intermediaries, investors, and the media including preparing details ratings analysis for publication
- Partner with public finance bankers and other team members to analyze structure alternatives and provide tailored solutions that meet clients’ financing needs
- Participating in transaction execution by working with banking team, clients, financial advisors, legal teams, and other deal team members
List of Typical Responsibilities For a Public Finance Resume
1
Responsibilities For Public Finance Analyst Resume
- Perform debt profile analyses related to current and prospective public finance clients
- Domestic travel
- Series 50 required
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